We believe the best path to wealth management is integrating your goals, your mindset and your values to bring clarity to your future. We help you pull the complex pieces of your financial life together to create a plan and help you keep track every step of the way. Many of our clients have been with us since we opened our doors in 1998.
Our solitary focus is to make a positive and lasting impact on the life of everyone we serve.
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5 Steps to Controlling Health Care Costs in Retirement
Health care costs will be the biggest expense for most retirees. It is a simple reality we all hope to face one day. Here are five simple suggestions to help you plan effectively for living a long and healthy life.
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Volatility, Uncertainty and the one Who Tweets
Buckle your seat belt, volatility is back. Last year lacked turbulence, rewarded diversification and invited complacency but 2018 is a whole new ballgame.
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The Dead Cat Bounce and other Wall Street Myths
I foolishly tuned the sound up on CNBC earlier this week and heard a talking head use the term “Dead Cat Bounce.” This Wall Street metaphor likens throwing a cat out of a 50 story building and supposedly signals a brief recovery in a falling market. So-called “technicians” aka the ‘witch doctors’ of Wall Street, use this metaphor to describe a chart pattern suggesting one should avoid buying stocks during its occurrence.
read moreIt’s Time for a Fire Drill
When I was a kid in grade school we routinely had fire drills rehearsing procedures to be used in case of emergency. Inevitably, we ended up in the schoolyard on a cold, blustery day. My classmates and I saw the exercise as a great way to get out of class until one...
read more2017 Quarter 1 Market Update
“The only investors who should not diversify are those who are right 100% of the time.” Successful investing can be a frustrating endeavor. All too poignant are the memories of the “Lost Decade” when hapless investors in the S&P 500 Index posted a negative ten-year...
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Trump, Timing & The Sequence of Returns
“The two most powerful warriors are patience and time.” ― Leo Tolstoy 2016 was a year filled with surprises. Donald Trump came out of nowhere to win the US Presidency, Great Britain voted to exit the European Union, and stock markets around the globe seemed to love...
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